Description
Our client, a Big 4 firm is now seeking a Pensions & Investments Financial Planner to join their expanding team to provide financial planning through pensions and investments for High Net Worth (HNW) private clients and senior company executives as well as risk management and advisory services. Engage in sophisticated financial planning process with a portfolio of personal clients, utilising deposit, investment and pension products. Develop and communicate comprehensive financial plans for clients of the firm. Liaise with pensions and investment providers in relation to client portfolios. Work to meet agreed service standards and client deadlines. Comply with internal procedures to provide client service to the highest standards. Ensure that all aspects of the client portfolio is reviewed and maintained in line with company standards and processes. Complete in a timely manner all internal controls and compliance tools. Communicate with clients.

Skills Requirements
2 years experience in a pensions or investments consultancy or adviser company. The candidate will be QFA qualified with progress towards the CERTIFIED FINANCIAL PLANNER a distinct advantage. Experience administering and advising on all aspects of the financial planning process and investment and pension products. Concentrated attention to detail with strong analytical skills. Excellent IT knowledge of various systems is essential, e.g. MS PowerPoint, Excel, Word, Outlook, Voyant.

Email
jbinder@priorityplacements.ie